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Practice Management »

Marlene Satter
How the other 99 percent lives: The game
Article posted by Marlene Y. Satter
'Financial reality' game will make you think twice about every expenditure and every choice, particularly with retirement in mind.

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Sales and Marketing »

Marlene Satter
Millennials make less than boomers did at their age
Article posted by Marlene Y. Satter
Millennials are making 20 percent less than boomers did at their age—and that’s despite the fact that they’re also better educated than boomers were when they were younger.

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Prospecting »

William Byrnes
Trump tax reform may prompt changes in clients' 401(k) strategies
Article posted by William H. Byrnes, Esq.
The beginning of the Trump presidency is right around the corner—and, for many high-income clients, this new era is expected to bring about substantially reduced income tax rates. While this reduction in income tax rates will likely come as a welcome change, it also adds a new layer of complexity to retirement income planning

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Technology »

Sean A. Ruggiero, CEP RICP
Why agents need inbound marketing
Article posted by Sean Ruggiero
Ideas to establish an effective inbound marketing program

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Social Media »

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